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Tag Archives: investments

Do you have investments outside of tax-advantaged retirement plans? If so, you might still have time to shrink your 2018 tax bill by selling some investments — you just need to carefully select which ones you sell. Try Balancing Gains and Losses If you’ve sold investments at a gain this year, consider selling some losing… Continue Reading

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell an investment before year end to save taxes. This year, you also need to keep in mind the impact of… Continue Reading

The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for the investment vs. how much you’re selling it for, whether you held the investment long-term (more than one year) and… Continue Reading

Each year, Americans start off January making resolutions, and many individuals focus on financial issues. This may including household budgeting, planning to review their investment portfolio or, more broadly, a making pledge to align and monitor their investments on a consistent basis to ensure that they align with their life goals. This holistic wealth management… Continue Reading